Product Manager – Wealth Strategy & Investor Awareness

We are looking for a high-impact Product Manager with a deep understanding of the Indian wealth management landscape. You will be responsible for two critical pillars: designing a world-class Product Basket (Mutual Funds, PMS, AIF, Bonds) and leading our Investor Awareness (IAP) and Investor Education (IEP) initiatives through strategic corporate partnerships. You will bridge the gap between market intelligence and investor outreach, ensuring our product offerings are both competitive and compliant.

• Curate the Product Universe: Design and maintain a comprehensive wealth management "basket" including Mutual Funds, PMS (Portfolio Management Services), AIFs, and Structured Products.
• Market Analysis: Conduct continuous research on market trends, peer performance, and macroeconomic shifts to tilt the product basket toward high-alpha opportunities.
• Risk Profiling: Ensure the product basket is segmented for various risk appetites (Conservative to Aggressive) with clear investment rationales.

• Setup IAPs/IEPs: Lead the end-to-end execution of Investor Awareness Programs as per SEBI/AMFI guidelines.
• Corporate Tie-ups: Identify and partner with HR and Finance heads of major companies to conduct educational workshops for their employees.
• Content Strategy: Create high-quality, jargon-free educational modules that convert financial literacy into actionable investment decisions.
• Reporting: Manage documentation and filing for the Investor Education and Protection Fund (IEPF) and other regulatory bodies.

• Stakeholder Management: Work with Fund Managers, AMCs, and internal Sales teams to align product features with client needs.
• Digital Integration: Collaborate with tech teams to ensure the product basket is seamlessly discoverable on our digital platforms.

CategoryRequirementsExperience 47 years in Wealth Management, AMC, or Private Banking.

Education MBA (Finance). NISM Series V-A (Mutual Funds) is mandatory.

Knowledge Strong grasp of SEBI regulations, IEPF guidelines, and Capital Market dynamics.

Soft Skills Exceptional presentation skills (to handle corporate workshops) and "hustle" to close corporate tie-ups.